Contribution Statements is a standard gift report, which means you are not building anything. Set the period, run it, and DonorDock produces a statement for every donor in that range at once. You can also generate a single statement for one donor when someone calls in February asking for theirs.
Save the batch as a PDF, formatted to sit correctly in a #10 double-window envelope, or email statements directly to your contacts.
In-Kind Contribution Statements is a separate standard report. It lists item descriptions without assigning dollar values. See in-kind gifts.
Statements pull your logo, EIN, and address from your organization settings, so fixing those once fixes every statement.
For the receipt that goes out immediately after each individual gift, see receipts. For the mailing side, see sending annual giving statements.
How do I create annual giving statements in DonorDock?
Run the Contribution Statements gift report, set your date range and options, and DonorDock generates a statement for every qualifying donor at once.
Can I email statements instead of mailing them?
Yes. Statements can be emailed directly to contacts or saved as a PDF for printing — or both, in the same run.
What is on a contribution statement?
Your organization's name, address, logo, and tax ID; the donor's name and mailing address; an itemized table of every gift in the period with tax-deductible and non-deductible amounts; totals; and the standard goods-or-services disclosure.
Can I exclude small gifts?
Yes. Set a minimum amount so only donors above that threshold receive a statement.
How are in-kind gifts handled?
In-Kind Contribution Statements is a separate report that lists item descriptions without dollar values.
Can I add a personal message?
Yes. A custom statement message appears on every statement in the batch.
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